H B Wehrle Foundation, Wehrle Jr Henry B Trustee in Charleston, West Virginia (WV)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| H B Wehrle Foundation, Wehrle Jr Henry B Trustee | |
| Employer Identification Number (EIN) | 266449761 |
| Name of Organization | H B Wehrle Foundation |
| Secondary Name | Wehrle Jr Henry B Trustee |
| In Care of Name | F Thomas Graff Jr |
| Address | 835 Hillcrest Dr E, Charleston, WV 25311-1627 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2008 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $9,827,222 |
| Amount of Income | $3,981,419 |
| Form 990 Revenue Amount | $822,244 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $3,981,419 (it was $163,862 in 2012)
| H B Wehrle Foundation, Wehrle Jr Henry B Trustee: | $3,981,419 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2013: $9,827,222 (it was $8,255,950 in 2012)
| H B Wehrle Foundation, Wehrle Jr Henry B Trustee: | $9,827,222 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $516,187
| This organization: | $516,187 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 7.7
| H B Wehrle Foundation, Wehrle Jr Henry B Trustee: | 7.7 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| H B Wehrle Foundation, Wehrle Jr Henry B Trustee: | 0.0% |
| Other organizations performing similar types of work: | 79.6% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $739,037 | $737,037 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $161,862 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2,000 | |||
| Other | $575,175 | |||
| Total expenses and disbursements | $516,187 | $62,242 | $0 | $438,945 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $86,687 | $62,242 | $9,445 | |
| Contributions, gifts, grants paid | $429,500 | |||
| Excess of revenue over expenses and disbursements | $222,850 | |||
| Net investment income | $674,795 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $8,255,950 | $8,255,950 |
| Cash - non-interest-bearing | $157,822 | |
| Investments-U.S. and state government obligations | $791,836 | |
| Investments-corporate stock | $5,272,573 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,625,634 | |
| Other | $408,085 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $8,255,950 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $575,175 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $13,496 |
| Total credits and payments | $23,441 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $16,441 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $7,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $9,945 |
| Amount to be credited to 2013 estimated tax | $9,945 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $7,776,077 |
| Net value of noncharitable-use assets | $7,659,440 |
| Minimum investment return | $382,972 |
| Distributable Amount (for 2012) | |
| Distributable amount | $369,476 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $369,476 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Raymond A And Gertrude D Hyer Charitable Foundation | 83 Edgington Ln, Wheeling, WV 26003-1541 | WV | 2012-03 | $1,618,067 |
| 2 | Virginia L Neptune Charitable Foundation | 514 Market St United Bank Inc, Parkersburg, WV 26101 | WV | 2005-03 | $940,513 |
| 3 | Raymond Brooks Vanscoy Testamentary Trust | PO BOX 1152, Fairmont, WV 26555-1152 | WV | 2012-06 | $940,393 |
| 4 | James And Katherine Moler Charitable Trust | PO BOX 40, Charles Town, WV 25414-0040 | WV | 2009-11 | $619,626 |
| 5 | Wesbanco Bank Inc Trustt U W Robinson S Parlin | 1 Bank Plz, Wheeling, WV 26003-3543 | WV | 2007-02 | $551,125 |
| 6 | Rosemary M@front Charitable Trust | 1 Bank Plz, Wheeling, WV 26003-3543 | WV | 2011-06 | $346,796 |
| 7 | Wade H & Doris Mildred Prather Charitable Tr | PO BOX 1427, Parkersburg, WV 26102-1427 | WV | 2005-08 | $187,498 |
| 8 | The Driehorst Family Foundation | 1300 Chapline St, Wheeling, WV 26003-3348 | WV | 2003-09 | $74,371 |
| 9 | Lafon Family Foundation Inc | 4 Fox Chase Rd, Charleston, WV 25304-2756 | WV | 2015-03 | $61,016 |
| 10 | Vna Home Support Services Inc | 1300 Chapline Street, Wheeling, WV 26003-3348 | WV | 1990-09 | $54,716 |
| 11 | The Paul W Exley Family Foundation Inc | 1300 Chapline St, Wheeling, WV 26003-3348 | WV | 2006-06 | $50,693 |
| 12 | Thomas William And Dorothy Griffiths Scharf Foundation | 1 Bank Plz, Wheeling, WV 26003-3543 | WV | 2004-08 | $41,389 |
| 13 | The@elizabeth S Faris Katherine K Steinbicker And Paul F Steinbicker | C/O Dr Thomas Ann Thomas 5 Emers, Wheeling, WV 26003 | WV | 2003-10 | $25,032 |
| 14 | Greer Foundation | 570 Canyon Rd, Morgantown, WV 26508-9065 | WV | 2015-04 | $25,000 |
| 15 | The William T Hancock Charitable Foundation | PO BOX 950, Bluefield, WV 24701-0950 | WV | 2001-05 | $11,842 |
| 16 | Robinson Family Foundation | PO BOX 6807, Wheeling, WV 26003-0920 | WV | 2000-03 | $2,264 |
| 17 | Davis Charities Association | 7 Wyndemere Ct, Parkersburg, WV 26105-2277 | WV | 2008-09 | $371 |
| 18 | Vedanta Vedike Inc | 5222 Kanawha Ave Se, Charleston, WV 25304-2116 | WV | 2004-12 | $210 |
| 19 | Don M And Virginia L@ritter Foundation, Sandra D Wright Et Al Ttee | 490 Chestnut Dr, Huntington, WV 25705-3524 | WV | 2013-01 | $1 |
| 20 | Neal W And Jo Ann Scaggs Family Foundation Irrv Tr, Neal W Scaggs Ttee | 302 Central Ave, Logan, WV 25601-3011 | WV | 2012-12 | $1 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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